November 27, 2024 • 1 min read

KredoBank “CRM for marketing & sales and corporate lending automation”

by Banza

Client

KredoBank includes in the TOP-20 of the largest Banks of Ukraine. The national network contains ≈ 100 bank branches.

Problem

Customer relationship management and corporate clients lending were not automated.

Challenge

Receive a technological tool to speed up and optimize customer service and get solution for marketing & sales department.

Decision

After analyzing all wishes, we took a ready-made solution “CRM for marketing and sales” and provided corporate lending automation.

 

«No one expected the result so quickly. We spend at least a year on such projects. Now we continue to work on the next stage.»

Roman Onyshchenko

Kredobank, IT Director
 

What were expectations from automation solutions?

  1. Functionality product catalog and document management
  2. Optimisation call center automation processes
  3. Acceleration cards operations process optimisation
  4. Automation application, distribution and verification process automation
  5. Agreement approval of applications by departments and members of the credit committee
Rapidity a quicky loan product processing
 

Result💪

Efficiency of sales team communication is increased 89%

450 KredoBank corporate managers’ job is optimized by our solutions on Creatio platform 59%

 

«We continue to work on the implementation of the next stage, which will include: creation and preservation of financial statements of the bank’s client, automatic calculation of financial indicators and ratings, credit limits, and then – the formation of credit agreements, creating an agreement in ABS B2 and further improvements!»

Victoria Omelchenko

Banza, Managing Partner
 
#automation#banking#contact center#corporate lending automation#CRM for marketing

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